News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
In recent weeks, Texas Pacific Land reported stronger-than-expected first-quarter 2026 results while Horizon Kinetics, a more-than-10% shareholder, continued making small open-market share purchases that underscore its large, ongoing economic interest in the company. At the same time, analyst commentary has highlighted Texas Pacific Land’s extensive Permian Basin land position and high-margin royalty and water businesses, reinforcing investor attention on how its business model responds to...
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how it services & consulting stocks fared in Q1, starting with Accenture (NYSE:ACN).
$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.
High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the automation software stocks, including Microsoft (NASDAQ:MSFT) and its peers.
CrowdStrike (NASDAQ:CRWD) delivered better-than-expected results for the first quarter of fiscal 2027, driven by accelerating demand for AI-powered cybersecurity solutions. The company reported record growth in annual recurring revenue (ARR), strong cash generation and improved profitability, leading management to raise its outlook for the full year and approve a four-for-one stock split.
Viasat's first quarter results fell short of Wall Street’s revenue and earnings expectations, with the market responding negatively to the update. Management cited headwinds in key segments, most notably a continued decline in fixed residential broadband and slower-than-hoped progress in maritime installations. CEO Mark Dankberg acknowledged the competitive pressures, particularly in aviation services, and pointed to double-digit growth in the Defense & Advanced Technologies (DAT) business as a
EQT Corporation recently reported stronger-than-expected quarterly results, with higher realized natural gas prices and sales volumes driven by surging demand from power generation, data centers, and liquefied natural gas exports. Institutional investors and analysts have also highlighted EQT's low-cost Marcellus shale position and growing role in supplying energy to AI-linked data infrastructure as key strengths. We'll now examine how EQT's improving earnings tied to data center-driven gas...
C3.ai's Q4 earnings call unveils Siebel-led turnaround: sales overhaul, $135M cost cuts and cautious FY2027 outlook after revenues halved.
Investing.com -- European semiconductor stocks fell on Thursday after Broadcom held its $100 billion artificial intelligence revenue forecast unchanged, disappointing investors and sending the U.S. chipmaker’s shares down more than 13% in premarket trading.
Okta’s first quarter results drew a positive response from the market, with management crediting growth in large enterprise adoption, increased partner engagement, and broader product traction. CEO Todd McKinnon highlighted significant momentum from both core identity platforms—Okta and Auth0—as well as new offerings in identity governance and privileged access. Management emphasized that new products, including solutions for AI agent identity management, now make up a rising share of bookings,
SentinelOne’s first quarter results were met with a sharp negative reaction from the market, reflecting concerns about future growth despite management highlighting the company’s platform momentum. CEO Tomer Weingarten pointed to robust demand for its AI-driven cybersecurity offerings and a record increase in annual recurring revenue, with notable traction in non-endpoint solutions. Management also discussed an accelerated shift in product mix, emphasizing expansion in areas such as AI security
Archer Aviation Inc. (NYSE:ACHR) is one of the best high short interest stocks with highest upside potential. On May 11, Archer Aviation reported Q1 2026 earnings, ending the period with a strong liquidity position of ~$1.8 billion. The company recorded a net loss of $217.7 million and an Adjusted EBITDA loss of $172.5 million, both […]
U. S. equity futures traded in mixed territory on Thursday as investors balanced renewed diplomatic developments in the Middle East against corporate news from major technology companies and the upcoming public debut of SpaceX.
Asana delivered a stronger-than-anticipated first quarter, driven by accelerating adoption of its AI-powered workflow tools and improving customer retention across key verticals. Management highlighted that net retention rates improved for the fourth consecutive quarter, citing widespread seat expansion and deeper engagement with new AI offerings as meaningful contributors to growth. CEO Daniel Mark Rogers pointed to broad-based improvements, including a return to positive growth in the technolo
Jefferies and Morningstar raised their price targets on AVGO following the company’s report.
Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.
CRWD's Q1 FY27 call touts AI as a cybersecurity tailwind after a beat, lifts net new ARR outlook by $50M+, and announces a 4-for-1 split.
Dow, LyondellBasell Industries, Methanex have been highlighted in this Earnings Trends article.
Recently, Ubiquiti Inc. was highlighted by Zacks for a sharp improvement in analyst sentiment, including higher earnings estimates and a top-tier rank, after a prior period of selling pressure. What stands out is that Ubiquiti is now flagged as a growth-focused name, with strong cash flow trends and upgraded earnings expectations supporting a more constructive analyst view. We’ll now examine how this shift in analyst earnings expectations could influence Ubiquiti’s broader investment...
Veeva Systems Inc (VEEV) reports strong revenue growth and introduces Veeva Falcon, an AI-driven product set to revolutionize drug development processes.
C3.ai Inc (AI) outlines its path to recovery with strategic restructuring and a focus on sales execution amid financial challenges.
Broadcom Inc (AVGO) reports a 48% revenue increase, fueled by a 143% rise in AI semiconductor sales, despite margin pressures.
CrowdStrike Holdings Inc (CRWD) reports robust financial performance with significant ARR growth and announces a four-for-one stock split to enhance investor accessibility.
GameStop Corp. (NYSE:GME) is one of the 10 Stocks With Remarkable Resilience. GameStop grew its share prices by 6.02 percent on Wednesday to close at $22.18 apiece, as investors took heart from its stellar earnings performance in the first quarter of fiscal year 2026. In a statement, GameStop Corp. (NYSE:GME) said that it grew its […]
In late May, Costco Wholesale reported fiscal third-quarter 2026 results showing higher sales and revenue, with net income rising to US$2,192 million and diluted EPS reaching US$4.93. A surge in record gasoline volumes, growing membership fees, and newer categories such as wellness products and exclusive digital offerings are increasingly important to Costco’s warehouse and online ecosystem. Next, we’ll assess how Costco’s gasoline-driven quarter and expanding membership ecosystem influence...
Joining me on today's call are Hock E. Tan, President and CEO; Charlie Kawwas, president Semiconductor Solutions Group and Ram Velaga, President, Infrastructure Software Group. Also joining is Kirsten Spears, chief financial officer. Broadcom distributed a press release and financial tables after the market closed describing our financial performance for the second quarter fiscal year 26.
AST SpaceMobile (ASTS) returned to focus after reaffirming its full-year 2026 revenue guidance and confirming three BlueBird satellite launches on Falcon 9 in mid-June, a key operational update for investors. See our latest analysis for AST SpaceMobile. Despite a sharp 1-day share price decline of 8.83% and a 7-day share price return down 16.88% as space stocks cool off, AST SpaceMobile still shows strong momentum with a 57.43% 1-month share price return and a very large 1-year total...